FPIS
DUK icon

Financial Planning & Information Services’s Duke Energy DUK Stock Holding History

Financial Planning & Information Services’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,832
Closed -$205K – 77
2022
Q1 		$205K Buy
+1,832
New +$190K 0.05% 80

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Planning & Information Services's DUK Position: Q2 2022 in Review

Financial Planning & Information Services sold out of Duke Energy (DUK) in Q2 2022, closing a stake of 1,832 shares — an estimated $205K sold.

Financial Planning & Information Services first reported a position in DUK in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 1,808 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Financial Planning & Information Services reported no remaining Duke Energy position as of Q2 2022 after selling out during the quarter.
  • Financial Planning & Information Services sold 1,832 Duke Energy shares in Q2 2022, an estimated $205K.
  • Financial Planning & Information Services first reported a position in Duke Energy in Q1 2022 and held it in 1 quarter.
  • Financial Planning & Information Services's Duke Energy position peaked at $205K in Q1 2022.
  • 1,808 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Financial Planning & Information Services's 13F filing for Q2 2022, filed 19 Jul 2022.